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Thornburg’s Jason Brady on CNBC
January 13, 2020 - Market valuations reach levels surpassed only by the dotcom boom, says Thornburg CEO Jason Brady - Jason Brady, Thornburg Investment management, and Steven Wieting, Citi Private Bank, join ‘The Exchange’ to discuss the state of the markets, bank earnings and... [Continue Reading]
GenTrust’s Olivier Sarfati in Investor’s Business Daily
January 13, 2020 - Boost Your Retirement Income With Tricks The Pros Use Finding retirement income is still a challenge. Interest rates remain low. But you can borrow a key trick financial advisors use to solve this puzzle. This solution eliminates the need to... [Continue Reading]
GenTrust’s Jim Besaw on YahooFinance
January 10, 2020 - U.S. braces for Iran cyberattack retaliation - Heightened U.S-Iran tensions have prompted U.S. government officials to be on high alert for a potential cybersecurity attack. Yahoo Finance’s Brian Sozzi and Alexis Christoforous discuss the risks with GenTrust Chief Investment Officer... [Continue Reading]
Ken Mahoney on Mornings with Maria
January 10, 2020 - Fed liquidity is driving markets: Ken Mahoney - Mahoney Asset Management CEO Ken Mahoney discusses jobs in America and his economic outlook ahead of the December 2019 jobs report.... [Continue Reading]
Tortoise’s Brian Kessens in The Guardian
January 08, 2020 - Why Iran crisis is unlikely to hit US consumers hard at the gas pumps Rumors of Middle East war used to inevitably lead to soaring gas prices but fracking revolution has changed the market landscape For many older Americans the... [Continue Reading]
Tortoise’s Brian Kessens in S&P Global
January 08, 2020 - Oil rally unlikely to tempt more US E&P spending in 2020, experts say HIGHLIGHTS Another $10/b needed to boost drilling: Harold Hamm Budgets, activity seen lower for 2020 $70/b-plus said needed for substantive capex change Houston — Oil prices are... [Continue Reading]
Nancy Tengler on CNBC
January 08, 2020 - Academic playbook to geopolitical risk is not working for markets: Strategist - Nancy Tengler of Laffer Tengler Investments, and Brian Belski of BMO Capital Markets, join CNBC’s “The Exchange” to discuss if recent geopolitical news is impacting the markets.... [Continue Reading]
Tortoise’s Rob Thummel in CNN Business
January 07, 2020 - Trump’s Iraq threats could backfire on oil and gas prices Political and economic realities could make it difficult for President Donald Trump to carry out his threat to punish Iraq with bruising sanctions if US troops are expelled from the... [Continue Reading]
Nancy Tengler in CNN Business
January 07, 2020 - Warren Buffett has $130 billion in cash. He’s looking for a deal Warren Buffett wants to make a big acquisition — and the Oracle of Omaha’s Berkshire Hathaway conglomerate has nearly $130 billion in cash that he can use in... [Continue Reading]
Tortoise’s Rob Thummel in Barron’s
January 04, 2020 - Barron’s Best Income Investments for 2020 After a broad global rally in stocks and bonds, income-oriented investments offer fewer opportunities than they did a year ago. So investors will need to lower their expectations. But there are still places to... [Continue Reading]
Tortoise’s Rob Thummel on Yahoo Finance
January 03, 2020 - Oil spikes after U.S. airstrike kills Iranian general - On the Iran strike news, Rob Thummel of Tortoise Capital Advisors, breaks down what is happening to oil prices.... [Continue Reading]
GenTrust’s Jim Besaw in CNBC.com
January 02, 2020 - Earnings must deliver to keep this rally going in 2020, and early indications aren’t good Bob Pisani KEY POINTS Many investors believe there will be a reacceleration of earnings growth in 2020, but it’s not clear that will happen, according... [Continue Reading]
EquityZen’s Phil Haslett in MarketWatch
December 31, 2019 - What does the ‘WeWork effect’ mean for IPOs in 2020? After WeWork disaster and poor early performances from big-name startups like Uber, experts expect focus on profits and enterprise software in the new year The public crash and burn of... [Continue Reading]
GenTrust’s Jim Besaw in Reuters
December 31, 2019 - Crypto? Disney? Investment strategists offer top picks for the next decade What do cryptocurrency, Alphabet and Walt Disney have in common? They’re all top investment picks for the next 10 years, according to Wall Street strategists surveyed by Reuters. As... [Continue Reading]
Nancy Tengler in Reuters
December 31, 2019 - Crypto? Disney? Investment strategists offer top picks for the next decade What do cryptocurrency, Alphabet and Walt Disney have in common? They’re all top investment picks for the next 10 years, according to Wall Street strategists surveyed by Reuters. As... [Continue Reading]
Nancy Tengler on CNBC
December 31, 2019 - The 2019 laggards that could be 2020 winners - CNBC’s “Closing Bell” team discusses markets on the last day of 2019 with Nancy Tengler of Laffer Tengler Investments and Keith Bliss of iQ Capital USA.... [Continue Reading]
Tortoise’s Rob Thummel on CNBC
December 31, 2019 - Here’s why this portfolio manager thinks energy stocks will perform better in the next decade - Rob Thummel, senior portfolio manager at Tortoise Capital Advisors, joins “Squawk Box” to discuss what to expect from the energy sector in 2020 and... [Continue Reading]
Tortoise’s Rob Thummel on Bloomberg Podcast
December 27, 2019 - This Week in Commodities: 2020 Energy Preview (Podcast) - 2019 has proven more bullish for crude oil than 2018, when crude dropped 25 percent. Yet, natural gas futures are down for the year. Bloomberg’s Jessica Summers and Tortoise’s portfolio manager... [Continue Reading]
GenTrust’s Puerto Rico Office Opening featured in Financial Advisor IQ
December 24, 2019 - GenTrust to Expand Wealth Management Footprint to Puerto Rico GenTrust is expanding operations in Puerto Rico with a new office in San Juan, the company says. The new office will be led by Elena Hernández, principal of GenTrust Puerto Rico,... [Continue Reading]
EquityZen’s Brianne Lynch on CheddarTV
December 23, 2019 - Busy IPO Season Coming to First Half of 2020: EquityZen - 2019 was a disappointing year for a number of consumer facing startups that made the leap into public markets, with high-profile names such as SmileDirectClub, Uber and Peloton off... [Continue Reading]
GenTrust’s Puerto Rico Office News featured in International Adviser
December 20, 2019 - US in the news: Kingswood continues M&A spree A round-up of the latest people moves and M&A deals in North America M&A Kingswood The London-headquartered wealth manager company has agreed to acquire an 85% majority interest in registered investment adviser... [Continue Reading]
EquityZen’s Phil Haslett in Yahoo Finance
December 20, 2019 - What to expect from IPOs in 2020 Another year is coming to a close. And while at least 159 companies went public in the U.S. in 2019, including Uber (UBER), Beyond Meat (BYND), and Peloton (PTON), 2020 is shaping up... [Continue Reading]
EquityZen’s Phil Haslett on Yahoo Finance
December 20, 2019 - Here's what to expect from the 2020 IPO market - During 2019, numerous highly anticipated unicorns tanked during their debut. However, investors are optimistic for 2020’s IPOs. Yahoo Finance's Dan Howley and EquityZen Founder Phil Haslett join On the Move... [Continue Reading]
Tortoise’s James Mick in The Wall Street Journal
December 20, 2019 - Energy & Utilities Roundup: Market Talk The latest Market Talks covering Energy and Utilities The latest Market Talks covering Energy and Utilities. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 1451 ET – US... [Continue Reading]
EquityZen’s Phil Haslett on Bloomberg
December 20, 2019 - WeWork Is 'Straw That Broke the Unicorn's Back, Says Analyst - In less than one year, WeWork went from having a $47 billion valuation and being the darling of the venture capital world to needing an $8 billion infusion to... [Continue Reading]
GenTrust’s Olivier Sarfati in Chief Investment Officer
December 18, 2019 - Factor Investing Doesn’t Always Deliver the Magic Its different strategies can range from dynamic to sleepy. Factor investing, which flies under the banner of smart beta, can make a dummy out of investors sometimes. As a broad category, these don’t... [Continue Reading]
Tortoise’s Matt Sallee in Bloomberg
December 17, 2019 - Oil’s Advance Peters Out Despite Surprise U.S. Crude Withdrawal U.S. crude oil stocks decreased 1.1 million barrels last week Gasoline stocks at multiyear highest despite modest build Oil’s longest streak of gains in almost two months lost momentum after swelling... [Continue Reading]
GenTrust’s Puerto Rico Office Opening in Private Banker
December 16, 2019 - RIA firm GenTrust to open new office in Puerto Rico US-based RIA firm GenTrust is set to open a new investment advisory office in San Juan, the capital of Puerto Rico. The move will help the company to better serve... [Continue Reading]
Nancy Tengler on CNBC
December 16, 2019 - Stick with semiconductors, says Oppenheimer's Ari Wald - Ari Wald of Oppenheimer and Nancy Tengler of Laffer Tengler Investments discuss how semiconductor manufacturers are trading after the U.S. struck a phase one trade deal with China, with Sara Eisen.... [Continue Reading]
GenTrust’s Puerto Rico Office Opening in News is My Business
December 16, 2019 - GenTrust to open investment advisory office in San Juan The new office, which is located in the El Caribe office building, will be led by Elena Hernández, Principal of GenTrust Puerto Rico and wealth advisor. Miami-based registered investment advisory firm... [Continue Reading]
ETFMG Market Segment Expert on Cheddar
December 16, 2019 - 2020 Outlook for Cannabis Stocks - Pot stocks have no been friendly to investors in 2019. With sky-high expectations from Wall Street, popular companies such as Aurora Cannabis, Canopy Growth, and Tilray all failed to live up to the hype.... [Continue Reading]
Tortoise’s Rob Thummel in The Wall Street Journal
December 16, 2019 - Investors Doubt OPEC Cuts Can Boost Oil Prices Recent rallies in crude stalled on concern reduced production won’t meaningfully curtail supply Easing trade tensions and production cuts by the Organization of the Petroleum Exporting Countries have boosted oil prices recently,... [Continue Reading]
GenTrust’s Puerto Rico Office Opening in The Weekly Journal
December 16, 2019 - GenTrust to Open Investment Advisory Office in Puerto Rico GenTrust, an investment advisory firm with a fiduciary duty to its clients, will soon open an office in San Juan. This expansion will allow GenTrust to further offer its customized advisory... [Continue Reading]
Tortoise’s Rob Thummel on CNBC
December 11, 2019 - Energy infrastructure stocks are ‘really attractive’: Investor - There are some “really significant opportunities” in energy infrastructure stocks, says Rob Thummel of Tortoise. He also says it will be a challenge for Aramco to trade higher because oil prices not... [Continue Reading]
Tortoise’s Rob Thummel on Bloomberg
December 11, 2019 - How Attractive Is Saudi Aramco to Other Oil Producers? - Bloomberg Daybreak: AmericasTV Shows - Rob Thummel, portfolio manager and managing director at Tortoise Capital, discusses the attractiveness of investing in Saudi Aramco and the $11 billion writedown taken by... [Continue Reading]
ETFMG Market Segment Expert on CNBC
December 11, 2019 - Market gains in 2019 were pushed by business rather than the Fed, CIO says - Neil Hennessy, Hennessy Funds CIO, Bryce Doty, SIT Fixed Income Advisors senior portfolio manager, and Julia Coronado, Macropolicy Perspectives founder, join ‘The Exchange’ to discuss... [Continue Reading]
Tortoise’s Rob Thummel on CNBC
December 05, 2019 - The Exchange - Two portfolio managers layout bear and bull case on energy sector - Rob Thummel, portfolio manager at Tortoise and Sandy Villere, co-portfolio manager of Villere’s Balanced Fund, discuss the energy sector.... [Continue Reading]
Tortoise’s Rob Thummel on Bloomberg Radio
December 05, 2019 - Need A Larger OPEC Cut To Drive Prices Higher: Thummel (Radio) — Rob Thummel, Portfolio Manager at Tortoise Capital, on the OPEC meeting and the Saudi Aramco IPO. Hosted by Lisa Abramowicz and Paul Sweeney.... [Continue Reading]
ETFMG Market Segment Expert in MarketWatch
December 04, 2019 - The repo market is ‘broken’ and Fed injections are not a lasting solution, market pros warn Banks prefer to keep money at Fed instead of lending to other banks The Federal Reserve’s ongoing efforts to shore up the short-term “repo”... [Continue Reading]
Tortoise’s Rob Thummel in Bloomberg
December 04, 2019 - Oil Erases Some Gains as Iraqis Curb Demand For Deeper OPEC Cuts Futures initially moved higher on surprise U.S. inventory draw Crude is up 11% from early October low on trade-deal optimism Oil surrendered some gains after Iraq backed away... [Continue Reading]
Nancy Tengler on CNBC
December 04, 2019 - Trump knows trade war's starting to hurt economy: CIO - Paul Christopher, head of market strategy for Wells Fargo Investment Institute, and Nancy Tengler, ButcherJoseph's chief investment officer, join "Squawk Alley" to discuss the markets and how trade could be... [Continue Reading]
ETFMG Market Segment Expert in Bond Buyer
December 04, 2019 - Will data force Fed to discuss more cuts? Wednesday brought more bad news for the economy, with downside surprises in the ADP employment number and the Institute for Supply Management’s non-manufacturing index. If Friday’s employment report also missed forecasts, another... [Continue Reading]
ETFMG in Bloomberg.com
December 03, 2019 - In Zero-Fee Era, Wrestlers and Astronauts Help Funds Fight Back ETF issuers need to stand out in market ruled by three firms Tactics include advertising gimmicks, and taking to Twitter Smaller asset managers are getting creative as they look to... [Continue Reading]
GenTrust’s Jim Besaw in Financial Advisor
December 02, 2019 - RIAs Give No-Load Annuities Another Look Tom Meyer can hardly believe what he’s saying. “I’ve been anti-annuities for 36 of the past 37 years, but there are new products that are worth considering,” he says. Meyer is CEO of Meyer... [Continue Reading]
ETFMG Market Segment Expert in Forbes
December 02, 2019 - FDA Warning Letters Highlight CBD Industry’s Wild West Attitude The Food and Drug Administration on Monday issued warning letters to 15 companies for illegally selling products containing Cannabidiol (CBD) in ways that violate the Federal Food, Drug, and Cosmetic Act.... [Continue Reading]
Nitin Sacheti on TD Ameritrade
November 29, 2019 - Nitin Sacheti Short On The RealReal - on The Watch List with Nicole Petallides offers investors a midday look at the most relevant stocks, sectors and commodities. Petallides hosts a panel of experts ranging from industry-leading CEOs, analysts and Wall... [Continue Reading]
Thornburg’s Jason Brady on CNBC’s The Exchange
November 29, 2019 - Market experts on why they’re recommending oil and gas companies - Charles Bobrinskoy, Ariel Investments, and Jason Brady, Thornburg Investment Management, join ‘The Exchange’ to discuss the concerns weighing on the markets.... [Continue Reading]
CMS Technology in ROI-NJ
November 27, 2019 - Food-borne illness outbreaks: How Bridgewater-based CMS is becoming prevention leader When the news of the latest E. coli outbreak came out earlier this month, John Meccia’s first thought wasn’t to run to the fridge to see if the bag of... [Continue Reading]